Envestnet Asset Management
BTSG icon

Envestnet Asset Management’s BrightSpring Health Services BTSG Stock Holding History

Envestnet Asset Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.88M Buy
112,947
+19,279
+21% +$1.07M ﹤0.01% 2108
2026
Q1 		$3.99M Buy
93,668
+23,434
+33% +$944K ﹤0.01% 2501
2025
Q4 		$2.63M Buy
70,234
+47,026
+203% +$1.58M ﹤0.01% 2624
2025
Q3 		$686K Buy
23,208
+2,982
+15% +$69.3K ﹤0.01% 3548
2025
Q2 		$477K Buy
20,226
+5,663
+39% +$118K ﹤0.01% 3720
2025
Q1 		$263K Buy
14,563
+3,517
+32% +$69.1K ﹤0.01% 3993
2024
Q4 		$188K Buy
+11,046
New +$191K ﹤0.01% 4111

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's BTSG Position: Q2 2026 in Review

Envestnet Asset Management increased its BrightSpring Health Services (BTSG) stake by 21% in Q2 2026, buying an estimated $1.07M and bringing the position to 112,947 shares worth $7.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Envestnet Asset Management first reported a position in BTSG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Envestnet Asset Management held 112,947 shares of BrightSpring Health Services worth $7.88M as of Q2 2026.
  • Envestnet Asset Management bought 19,279 BrightSpring Health Services shares in Q2 2026, an estimated $1.07M.
  • BrightSpring Health Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2108 holding.
  • Envestnet Asset Management first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 7 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.